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Legacy Society

Donors who choose to include HCUCF in their estate planning or have pledged to make an annual contribution of $5,000 or more are members of the Legacy Society. Legacy Society members enjoy the following benefits throughout the year:

  • Complimentary VIP tickets to the Foundation Bash each fall, in conjunction with the HCUA Convention and Annual Meeting
  • Quarterly Foundation email newsletter (beginning 2018) Special donor feature on the HCUCF Legacy Society page and recognition in the HCUA weekly spotlight e-newsletter
  • Prominent recognition in the HCUCF Annual Impact Report
  • Invitation to attend special events and education opportunities which advance the credit union movement

 

Donate now!

Please contact Andrea Robinson, arobinson@heartlandcua.org to join the Legacy Society today!

Making a planned gift offers the opportunity to give back to yourself, your family and your community. With planned giving, you can achieve personal and financial goals while leaving a legacy that will benefit the credit union industry for generations to come. A planned, or legacy, gift is a gift of capital which is not usually made from your current income.  Planned gifts can be given immediately (such as a gift of stock or real property) or deferred (such as a bequest or life insurance policy.)

We would be happy to discuss your planned giving options. We strongly encourage you to contact your attorney or financial advisor to obtain information about how different gifts will affect your specific financial situation.  There are many ways to leave a legacy:

  • Bequests through your will: Name the Heartland Credit Union Charitable Foundation (HCUCF) in your will in the form of a stated dollar amount, specific property or a percentage of your estate.
  • Charitable Gift Annuities: Transfer assets to HCUCF through a contractual agreement, in exchange for an annual premium paid to you by HCUCF.
  • Charitable Remainder Trusts: Place assets in a trust from which earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal will be given to HCUCF.
  • Charitable Lead Trusts: Place assets in a trust from which earnings flow to HCUCF for a stated number of years.  After that period, the assets in the trust will be distributed to your beneficiaries.
  • Insurance Policies: Name HCUCF as the beneficiary of all or a portion of your life insurance.
  • Retirement Plan: Name HCUCF as the beneficiary of all or a portion of your retirement plans.

 

If you are interested in learning more about the many planning giving tools available for donors, establishing estate gifts or would like to make a gift of stock or other gift, please contact Andrea Robinson, HCUCF Executive Director, arobinson@heartlandcua.org or 913-297-2474.

To speak with our Legacy Gift specialist, please contact Deb Baron, dbaron@heartlandcua.org.

 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

 

 

Coming soon!